Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,184,896 | $108,201+995.1% | $77,498+1428.9% | $158,931+645.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.46% | 31.68%-11.2pp | 54.79%-34.3pp | 302.86%-282.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $23,000 | $2,457+836.2% | $1,861+1135.6% | $5,982+284.5% |
| Admin fee / account holder | $70,851 | $3,709+1810.4% | $2,858+2378.7% | $11,247+530.0% |